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Natural Investments’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

Natural Investments’s Portfolio LVHD Stock Details LVHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,222
Closed -$852K – 288
2025
Q3 		$852K Buy
+10,222
New +$417K 0.21% 100

Other funds holding LVHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Natural Investments's LVHD Position: Q4 2025 in Review

Natural Investments sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q4 2025, closing a stake of 10,222 shares — an estimated $852K sold.

Natural Investments first reported a position in LVHD in Q3 2025 and held it in 1 quarter. The position peaked at $852K in Q3 2025. 107 funds tracked by Wall St. Rank hold LVHD as of Q4 2025.

  • Natural Investments reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q4 2025 after selling out during the quarter.
  • Natural Investments sold 10,222 Franklin US Low Volatility High Dividend Index ETF shares in Q4 2025, an estimated $852K.
  • Natural Investments first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q3 2025 and held it in 1 quarter.
  • Natural Investments's Franklin US Low Volatility High Dividend Index ETF position peaked at $852K in Q3 2025.
  • 107 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q4 2025.

Based on Natural Investments's 13F filing for Q4 2025, filed 23 Jan 2026.